Lead - Revision history

Admin: /* Lead to account Conversion */

2023-03-17T12:50:34Z

Lead to account Conversion

Admin: /* Map Location */

2022-08-19T15:38:12Z

Map Location

Admin: /* Map Location */

2022-08-17T15:17:01Z

Map Location

Editor at 15:48, 15 April 2021

2021-04-15T15:48:44Z

Editor at 22:46, 13 April 2021

2021-04-13T22:46:10Z

Editor at 22:43, 13 April 2021

2021-04-13T22:43:38Z

Show changes

Bbaigorri: /* Quick access */

2021-01-14T11:52:52Z

Quick access

Bbaigorri: /* Business Rules regarding Lead */

2021-01-14T11:50:30Z

Business Rules regarding Lead

Bbaigorri: /* Information contained in a Lead - New Lead Form */

2021-01-12T11:09:50Z

Information contained in a Lead - New Lead Form

Bbaigorri: /* What happens after the Lead Creation? */

2021-01-11T14:23:54Z

What happens after the Lead Creation?

← Older revision		Revision as of 12:50, 17 March 2023
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	As for the "Merge Lead" functionalities, special permission is required.		As for the "Merge Lead" functionalities, special permission is required.
		+
		+	Another option that you can find is in the Lead Module. There is an option to convert directly a lead to an account once you complete all the mandatory information. This action is the same as the menu entry but under the actual lead. After the conversion, the CRM will redirect to the new account.

	=Information contained in a Lead - New Lead Form=		=Information contained in a Lead - New Lead Form=

@@ Line 292: / Line 292: @@
 [[File:219.jpg|700px|frameless|center]]
-With this tool you can define the work area in the property, to avoid creating proposals in adjoining areas but outside of the propperty borders. The defined area will be consumed from the web platform and mobile applications (eTechnician) for the validation of the created RPH's. On the opportunity screen you can see the area and easily verify that the RPH's are correct.
+With this tool you can define the work area in the property, to avoid creating proposals in adjoining areas but outside of the propperty borders. The area defined on a property will be used to help detect potholes that fall within those boundaries (survey generation - Proposal Maker app) and to add additional repairs from the eTechnician app. Also, property border information will be available in the opportunity module on map location tab, with all potholes detected on the given property.
 To define the property area, use the Draw a shape button.

← Older revision		Revision as of 15:17, 17 August 2022
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	[[File:219.jpg\|700px\|frameless\|center]]		[[File:219.jpg\|700px\|frameless\|center]]
		+
		+	With this tool you can define the work area in the property, to avoid creating proposals in adjoining areas but outside of the propperty borders. The defined area will be consumed from the web platform and mobile applications (eTechnician) for the validation of the created RPH's. On the opportunity screen you can see the area and easily verify that the RPH's are correct.
		+	To define the property area, use the Draw a shape button.
		+
		+	[[File:Maps1.png\|1000px\|center\|thumb\|Draw a Shape]]
		+
		+
		+	[[File:Maps2.png\|1000px\|center\|thumb\|Area draw]]

	==Reported PH´s==		==Reported PH´s==

@@ Line 1: / Line 1: @@
 From a marketing standpoint, a Lead is a prospect, a potential customer. It is usually the next step to the [[RPH]] when a pothole is detected, and there is no site existent in the system to link it with.
-For administration purposes, a Lead is also known as a "site" and the same happens for an [[Accounts|Account]].
+For administration purposes, a Lead is also known as a ''site'' and the same happens for an [[Accounts|Account]].
 =Difference between RPH and Lead=
-From a business perspective, the RPH represents the beginning of a "conversation." It is a specific site at a particular point in time, and it indicates activity to pursue right now.
+From a business perspective, the RPH represents the beginning of a ''conversation.'' It is a specific site at a particular point in time, and it indicates activity to pursue right now.
 For that, we need complete information about every single location; we might know the address and also that there is a pothole in there, but maybe we don't know who the human is or to what company the human works for. The RPH requires [[Intro#General structure of the system|only one tip of the triangle]].
@@ Line 40: / Line 40: @@
 While there are several ways that Leads are generated, please find the four most common ways below:
-"' Automatically through the external portal:'" Pothole Repair has some [[Data analysis team|external marketing companies]] working with them. These companies provide support by running various marketing campaigns to reach potential customers.
+''' Automatically through the external portal:''' Pothole Repair has some [[Data analysis team|external marketing companies]] working with them. These companies provide support by running various marketing campaigns to reach potential customers.
 These companies have access to an [[external portal]] that allows them to directly add a record for every potential customer that answers their campaigns.
@@ Line 46: / Line 46: @@
 With this portal, they only need to fill up a form. This way, when they submit the data, the system creates a record for an RPH and a Lead. The system also shows the record under the label created by "E User." This is a fully automated process.
-On the same option, "' the second way is when sometimes these marketing companies send out emails indirectly calls in directly to us. So instead of getting the data submitted over the portal, we have to create the Lead'". In this case, when Lead Work is the source, the system also allows us to assign the footprint for "E. User" when we create the Lead.
+On the same option, ''' the second way is when sometimes these marketing companies send out emails indirectly and call us. So instead of getting the data submitted over the portal, we have to create the Lead'''. In this case, when Lead Work is the source, the system also allows us to assign the footprint for ''E. User'' when we create the Lead.
-"' Manually creation:'" Leads can also be created manually by using the "Create New Lead" function directly on the CRM. This is usually used when a potential customer proactively asks for Pothole services.
+''' Manually creation:''' Leads can also be created manually by using the "Create New Lead" function directly on the CRM. This is usually used when a potential customer proactively asks for Pothole services.
-"' Lead Creation from RPH:'" This is the fastest way to create a Lead since the basic information needed is already uploaded in the RPH. In this scenario, the user will have to create an RPH first with the minimum required fields of information to then use the "Convert to Lead" function.
+''' Lead Creation from RPH:''' This is the fastest way to create a Lead since the basic information needed is already uploaded in the RPH. In this scenario, the user will have to create an RPH first with the minimum required fields of information to then use the "Convert to Lead" function.
 [[File:207.jpg|600px|frameless|right]]
-When referring to the "Manual" creation of the Lead, the system UI has two ways or access points to allow the creation:
+When referring to the ''Manual'' creation of the Lead, the system UI has two ways or access points to allow the creation:
 * From the Lead menu, under the "New Lead" button
 * From the "Add Lead" button available from the "Lead List View" on the Lead module.
-Either way, the same "'[[Lead#Information contained in a Lead - New Lead Form|form]]'" needs to be filled and is explained in detail in the following sections.
+Either way, the same '''[[Lead#Information contained in a Lead - New Lead Form|form]]''' needs to be filled and is explained in detail in the following sections.
 From this point, the Account Manager will be in charge of the Lead and its successful conversion into an [[Opportunity]].
@@ Line 100: / Line 100: @@
 Filters available are:
-*"  'Owner:'" filter by the owner of the Lead
+* '''Owner:''' filter by the owner of the Lead
-*"  'Quick Search:'" filter by a predefined range of time
+* '''Quick Search:''' filter by a predefined range of time
-*"  'Property type:'" Specifies if a particular Property type needs to be filtered.
+* '''Property type:''' Specifies if a particular Property type needs to be filtered.
 It is also possible to activate the “Custom Search” that will enable more filtering, such as:
@@ Line 181: / Line 181: @@
 Information unique to each Lead can be found in tabs at the top of the page.
-[[File:208.jpg|850px|thumb|right|'''"Working on a Lead" view''']]
+[[File:208.jpg|850px|thumb|right|''' "Working on a Lead" view''']]
@@ Line 193: / Line 193: @@
 *[[Lead#External Proposals|External Proposals]]
 *[[Lead#History|History]]
@@ Line 245: / Line 243: @@
 *'''Linked in account'''[[File:212.jpg|350px|frameless|right]]
 *'''Email Output ''' ''(boolean field)''
@@ Line 320: / Line 316: @@
 External proposals that may be related to the Lead will be visualized on this tab. It is also possible to create a new [[External Proposal]] and link it to the Lead by clicking on the button "Add External Proposal."
-"'The information will be visualized in the following columns:'"
+'''The information will be visualized in the following columns:'''
 *Proposal #
@@ Line 335: / Line 331: @@
 The History Tab keeps a record of all the activities done on a Lead. Any modification or information added/attached is logged in the system and shown in historical order on this tab.
-"'The user can see this in a list with the following columns:'"
+'''The user can see this in a list with the following columns:'''
 *Modified Date: date and time of the log
@@ Line 346: / Line 342: @@
 =Actions available working on Lead=
-The CRM allows the user to perform a broad set of actions. While each module has its own set of specific actions, some are "common" to all modules.
+The CRM allows the user to perform a broad set of actions. While each module has its own set of specific actions, some are ''common'' to all modules.
 ==Action Tabs==

@@ Line 1: / Line 1: @@
 From a marketing standpoint, a Lead is a prospect, a potential customer. It is usually the next step to the [[RPH]] when a pothole is detected, and there is no site existent in the system to link it with.
-For administration purposes, a Lead is also known as a "site,"; and the same happens for an [[Accounts|Account]].
+For administration purposes, a Lead is also known as a "site" and the same happens for an [[Accounts|Account]].
 =Difference between RPH and Lead=

@@ Line 422: / Line 422: @@
 =Quick access=
-===[[RPH]]===
+*[[RPH]]
-===[[Accounts]]===
+*[[Accounts]]
-===[[Contacts]]===
+*[[Contacts]]
-===[[Opportunity]]===
+*[[Opportunity]]
-===[[Dispatch]]===
+*[[Dispatch]]
-===[[Invoices and Payroll]]===
+*[[Invoices and Payroll]]
-===[[External Portals]]===
+*[[External Portals]]
-===[[Mobile_applications|Mobile applications]]===
+*[[Mobile_applications|Mobile applications]]
-===[[Back-end Processes]]===
+*[[Back-end Processes]]

← Older revision		Revision as of 11:50, 14 January 2021
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	*Every Opportunity must have an RPH previously created.		*Every Opportunity must have an RPH previously created.
		+
		+	=Quick access=
		+
		+	===[[RPH]]===
		+	===[[Accounts]]===
		+	===[[Contacts]]===
		+	===[[Opportunity]]===
		+	===[[Dispatch]]===
		+	===[[Invoices and Payroll]]===
		+	===[[External Portals]]===
		+	===[[Mobile_applications\|Mobile applications]]===
		+	===[[Back-end Processes]]===

@@ Line 196: / Line 196: @@
 =Information contained in a Lead - New Lead Form=
-The lead information can be found in tabs that contain different types of information, and which is unique for each Lead.
+Information unique to each Lead can be found in tabs at the top of the page.
 [[File:208.jpg|850px|thumb|right|'''"Working on a Lead" view''']]

@@ Line 67: / Line 67: @@
 =What happens after the Lead Creation?=
-There is no formal process for detective work once created the Lead; the main purpose of having a lead created is to create a permanent record thru time of an address, with information of all the other efforts with the objective of generating quotes with the final goal of turning those quotes into sales.
+There is no formal process for the detective work once the Lead is created.  The main purpose of creating a Lead is to have a permanent record for an address that documents all efforts to generate quotes and convert them to sales.
-A lead, at difference from an RPH, has enough information to get in contact with a potential customer and persuade them from a sales perspective. Is possible to add information regarding additional context, parent company, mfctring company, etc; the information can be constantly updated and the system will capture all those changes of the historic record of the specific address (site).
+A lead, at difference from an RPH, has enough information to get in contact with a potential customer and persuade them from a sales perspective. It is possible to add information regarding additional context, parent company, mfctring company, etc; the information can be constantly updated and the system will capture all those changes of the historic record of the specific address (site).
 When the lead is created there are no stages on it; either an opportunity  is created within and related to the lead, or the lead stays in the system without an opportunity being created. But might be said that a Lead “never dies”. Once the opportunity is created, then the opportunity will go through different stages until it is closed as won or is closed as lost; if the first scenario happens then the Lead will be converted into an [[accounts|account]] automatically.